This page provides an overview of generating Invoice Batches.
These are related topics of the pageon printing and emailing Invoices.
Topics on this page include:
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Printing an invoice
To print an Invoice to file from the batch observe the following steps:
Observe steps 1 -3 as outlined under the topic Editing an Managing the Invoice Batch.
Click the Print Invoices button from the ribbon bar to open the Print Invoices page.
Click the
save icon to export the invoice to pdf format.
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Please ensure that you have set your invoice settings on the organisation record. If the settings displayed below are not configured, please speak with an agent on the support team at support@brevity.com.au |
Sending Invoices
Sending out invoices using 
Invoicing via email from Brevity is undertaken done through the Send Invoices interface. To utilise email to provide send your participants with an invoice of billable services for the period as defined within for the direct services and core supports received during the specified Invoice From and Invoice To date fields, observe the following range, please follow these steps:
Depending upon the number of the invoice batch records listed , you can filter the records listed by specifying a reporting date range within the From Date and To Date fields. The reporting date can either be input in free text or selected from the calendar picker.
Highlight the invoice batch record and then click the Send Invoices button to open the Send Invoice interface.
Within the Email Template field select the Invoice NDIS email template.
The selected email template will update the Email Body field
Within the Funding Source field position your cursor an either input in free text the funding source or select from the drop down list the applicable funding source associated with the invoice batch.
Within the Invoice From Date field specify the start date of the invoice period. The date can be either input in free text or set from the calendar picker.
Within the Invoice To Date field specify the end date of the invoice period. The date can be either input in free text or set from the calendar picker.
Within the subject line input a brief description that will be included into the message line for the email.
Update the the email body with any additional changes.
For changes made select the button to preserve those changes for future use.Click the Preview button to return a list of participant names associated with the invoice batch.
To search for a specific participant, input their details (i.e email address or name) into the search field, this will narrow the participant names listed.Select the applicable participant OR alternatively select all.Select theSENDbutton to issue the email with the invoice attached.